See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,196 | $160,055+79.4% | $140,016+105.1% | $135,375+112.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.18% | 911.38%-914.6pp | 651.12%-654.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $16,868 | $6,420+162.7% | $5,606+200.9% | $4,779+253.0% |
| Participant deferral / active EE | $5,680 | $7,642-25.7% | $6,927-18.0% | $5,609+1.3% |
| Admin fee / account holder | $5,994 | $13,328-55.0% | $10,705-44.0% | $10,827-44.6% |